CA
HALO icon

Claro Advisors’s Halozyme HALO Stock Holding History

Claro Advisors’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Buy
+3,572
New +$252K 0.03% 445
2019
Q1 		– Sell
-500
Closed -$9K – 484
2018
Q4 		$9K Buy
+500
New +$7.98K 0.01% 698

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claro Advisors's HALO Position: Q1 2026 in Review

Claro Advisors opened a new position in Halozyme (HALO) in Q1 2026: 3,572 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #445 among its holdings. This is a return to the name: Claro Advisors previously reported a position in HALO as recently as Q4 2018.

Claro Advisors first reported a position in HALO in Q4 2018 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • Claro Advisors held 3,572 shares of Halozyme worth $231K as of Q1 2026.
  • Halozyme was a new Claro Advisors position in Q1 2026.
  • Halozyme made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #445 holding.
  • Claro Advisors first reported a position in Halozyme in Q4 2018 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.